Issue Phase Release Budgets

Issue Budgets by Cost Code

After sending the selected job and its mix of plans and options to Purchasing from the Phase Releases screen, theIssue Budgets screen will be populated with the active contracts, its cost codes and the breakdown of pay points. The total order amount will reflect the active supplier contract and the total amount of any other active change orders. The Phase Releases sorting view in the Issue Budgets screen allows the user to issue budgets for the entire cost code. This sorting view follows a cost code/contract/job/pay point/item hierarchy.

To issue a budget:

Select the phase from the Areas/Phases toolbar.
If not already selected, change the Sort By menu to Phase Releases, and the cost codes, jobs, pay points and items appear in the left pane.

Each cost code's detail in the right pane displays the supplier, total contract amount, and any errors/warnings.

Each pay point's detail displays the total amount allotted to the pay point according to its assigned percentage in the Pay Points screen:

Note

The recommended workflow is to select a supplier from the Supplier Contracts screen. All item costs in a cost code are automatically refreshed using the selected supplier's bid.

Budgets can only be issued by an entire cost code. To issue the budget, click the checkbox next to the cost code level, then click the Issue Budgets icon in the Purchasing toolbar.
- Or, right-click at the cost code level, and choose Issue Budgets from the pop-up menu.

A confirmation dialog appears, and notifies the user if the budget was issued successfully.

A warning dialog may appear if any remaining issues exist, such as existing negative quantities or zero costs.
To cancel the issue budget process to make further corrections, click the Cancel button at the bottom of the Warning report.
To print a hard copy of the Warning report, click Print on the lower left side.
If the warnings listed in the report are acceptable, click the Continue button at the bottom of the screen to issue the budgets.

All successfully-issued budgets will display in the Send to Timberline Accounting screen on the Budgets tab.

Click OK to close this screen. To learn how to send budgets to Job Cost, click here.

Note

Errors can be caused by zero costs and negative quantities, for example. Purchasing will prevent invalid information from being sent to the Send to Sage Timberline® Office Accounting screen. An error and warning message will appear if the user attempts to send invalid information.

Issue Budgets by Cost Code

To issue a budget:

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